LIA

LS Investment Advisors Portfolio holdings

AUM $684M
1-Year Est. Return 16.88%
This Quarter Est. Return
1 Year Est. Return
+16.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.56B
AUM Growth
+$143M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,909
New
Increased
Reduced
Closed

Top Buys

1 +$12.9M
2 +$5M
3 +$3.24M
4
OZK icon
Bank OZK
OZK
+$3.11M
5
EWBC icon
East-West Bancorp
EWBC
+$3.07M

Top Sells

1 +$12.5M
2 +$1.36M
3 +$1.31M
4
VAR
Varian Medical Systems, Inc.
VAR
+$1.22M
5
LLL
L3 Technologies, Inc.
LLL
+$1.12M

Sector Composition

1 Financials 16.46%
2 Technology 13.78%
3 Healthcare 12.99%
4 Industrials 11.11%
5 Consumer Staples 8.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1676
$11K ﹤0.01%
763
1677
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500
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1,720
1679
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+1,040
1683
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90
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830
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555
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1687
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1690
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1,020
1698
$9K ﹤0.01%
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237
1700
$9K ﹤0.01%
326